Traffic

Supported by Greenhaven Road Capital, finding value off the beaten path.

Rather than reading, today is for listening. The inspiration is Tom Vanderbilt’s book, Traffic and we’ll cover adaptation (why your commute still sucks), feedback (investing in bull markets and driving in good conditions), and assumptions. Enjoy.

https://soundcloud.com/mikesnotes/traffic-assumptions-traffic-feedback-traffic-adaptations

Here are the iTunes and Overcast links.

 

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